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CoreCap Advisors’s Fidelity Total Bond ETF FBND Stock Holding History

CoreCap Advisors’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
24,795
+2,392
+11% +$109K 0.03% 361
2026
Q1 		$1.02M Buy
22,403
+4,499
+25% +$207K 0.03% 363
2025
Q4 		$824K Buy
17,904
+3,257
+22% +$151K 0.03% 409
2025
Q3 		$677K Buy
14,647
+1,510
+11% +$69.3K 0.02% 461
2025
Q2 		$601K Buy
13,137
+6,293
+92% +$285K 0.02% 471
2025
Q1 		$312K Buy
6,844
+6,467
+1,715% +$293K 0.01% 567
2024
Q4 		$16.9K Buy
+377
New +$17.2K ﹤0.01% 1587
2024
Q2 		– Sell
-170
Closed -$7.7K – 1904
2024
Q1 		$7.7K Buy
+170
New +$7.71K ﹤0.01% 1811
2022
Q3 		– Sell
-20
Closed -$1K – 1026
2022
Q2 		$1K Buy
+20
New +$953 ﹤0.01% 1978
2022
Q1 		– Sell
-795
Closed -$42K – 1032
2021
Q4 		$42K Buy
+795
New +$42.2K ﹤0.01% 1056

Other funds holding FBND

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors's FBND Position: Q2 2026 in Review

CoreCap Advisors increased its Fidelity Total Bond ETF (FBND) stake by 11% in Q2 2026, buying an estimated $109K and bringing the position to 24,795 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #361.

CoreCap Advisors first reported a position in FBND in Q4 2021 and has held it in 10 quarters since. 152 funds tracked by Wall St. Rank hold FBND as of Q2 2026.

  • CoreCap Advisors held 24,795 shares of Fidelity Total Bond ETF worth $1.13M as of Q2 2026.
  • CoreCap Advisors bought 2,392 Fidelity Total Bond ETF shares in Q2 2026, an estimated $109K.
  • Fidelity Total Bond ETF made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #361 holding.
  • CoreCap Advisors first reported a position in Fidelity Total Bond ETF in Q4 2021 and has held it in 10 quarters since.
  • 152 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.